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Sonja N

Series 66

Lake Jackson, TX

Edward Jones

Sonja Nelson is a financial advisor with Edward Jones in Lake Jackson, TX, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones investments since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services and investment strategies supported by a nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Divorce financial planning Multi-generational wealth transfer Inheritance planning Wealth management Retired Intergenerational Families
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Hugh S

Series 66

Lake Jackson, TX

Edward Jones

Hugh Stangeland is a financial advisor at Edward Jones in Lake Jackson, TX, holding a Series 66 credential with 12 years of industry experience. Prior to joining Edward Jones in 2019, he worked at Neuberger Berman and Lord Abbett Distributor LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Liquidity event planning Business ownership considerations Business exit / sale strategy Retirement income strategy Founder/Business Owner
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Amanda M

Series 66

Lake Jackson, TX

Edward Jones

Amanda Mize is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Divorce financial planning Retirement income strategy General retirement planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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